Innovest Portfolio Solutions LLC

Innovest Portfolio Solutions LLC, also known as INNOVEST PORTFOLIO SOLUTIONS LLC, is a limited liability company based in Colorado. The firm has a team of 46 employees, of which 25 work in advisory roles, and they serve 290 clients. Having been approved by the U.S. Securities and Exchange Commission in March 1996, the firm is legally authorized to operate.

• INNOVEST HOLDINGS, INC.

  MEMBER owns 75% or more

• PETER JAMES MUSTIAN

  CHIEF OPERATING OFFICER, PRINCIPAL owns less than 5%

• RICHARD MICHAEL TODD

  MANAGER, PRINCIPAL owns less than 5%

• WENDY JO DOMINGUEZ

  MANAGER, PRINCIPAL owns less than 5%

• WILLIAM EWART FENDER

  CHIEF COMPLIANCE OFFICER, PRINCIPAL owns less than 5%

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